8 Excel Spreadsheet Tips for Teams

When you work with multiple people on an Excel spreadsheet, it is possible that multiple members may confuse the content of each other. There are a few tricks for members working on an Excel spreadsheet to find specific information and how to process the content so as not to confuse other members. Here are some tips for working in a group on an Excel spreadsheet.

 

Add general menu sheets

One of the most effective ways to make it easier for members to navigate an Excel workbook is to add a menu sheet overview. This is the first page people will see when they open the workbook, including a title that summarizes the content of the workbook, links to some of the main worksheets, and more.

Naming worksheets, tables, and ranges

When working on Excel with many people, naming worksheets, tables and ranges is necessary so that everyone knows the detailed content, avoiding confusing the content they need to perform.

1. 5 ways to rename sheets in Excel
2. How to use Name Box in Excel

 

Using Excel Notes

Notes in Excel are simple annotations linked to individual cells that provide additional context. These notes provide information and guidance to team members.

1. How to use notes in Microsoft Excel

Hide sheets that are not working in groups

If there are sheets that are not intended for joint work, you should hide the sheets in Excel to avoid team members accidentally clicking on the sheets that they need to work on.

1. How to hide, hide sheets in Excel and show them again

Lock Cells Prevent Editing in Excel

Locking cells or locking a range of data in an Excel table will protect the spreadsheet and also let people know that this area cannot be entered or edited while working.

1. How to lock columns in Excel

Color Cells Using Conditional Formatting in Excel

One way to quickly guide members to the cells you want them to edit is to use conditional formatting combined with color. By using conditional color formatting, members will immediately notice that area of data.

You click Conditional Formatting > New Rule, then you enter the condition as Format Only Cells That Contain and under Format Only Cells With select Blanks. Finally you choose the color for the blank cell. When entering data, the cell is no longer green because it is not blank.

Add data entry rules in Excel

Microsoft Excel's data validation tools help ensure people enter the right type of information into certain cells. When members enter data that exceeds the rules, they receive a warning.

1. How to limit input values using Data Validation Excel